Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
WILLIAMSON I FBO CHARITIES 4947 TUW
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

23-6215020
B Telephone number (see instructions)

(888) 730-4933
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,975,085J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 49,238 49,101  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 69,655
b Gross sales price for all assets on line 6a 912,895
7 Capital gain net income (from Part IV, line 2)... 69,655
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 118,893 118,756  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,537 22,083   2,454
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 976 0 0 976
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,393 778   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 11 11    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,917 22,872 0 3,430
25 Contributions, gifts, grants paid....... 81,379 76,949
26 Total expenses and disbursements. Add lines 24 and 25 109,296 22,872 0 80,379
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,597
b Net investment income (if negative, enter -0-) 95,884
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 36,645 60,073 60,073
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment362,645 609,930
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,481,007 Click to see attachment1,103,995 1,305,082
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,517,652 1,526,713 1,975,085
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,517,652 1,526,713
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,517,652 1,526,713
30 Total liabilities and net assets/fund balances (see instructions). 1,517,652 1,526,713
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,517,652
2
Enter amount from Part I, line 27a .....................
2
9,597
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,527,249
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
536
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,526,713
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 15. LAM RESEARCH CORP COM   2018-08-10 2020-01-02
b 5. UNITEDHEALTH GROUP INC   2019-08-09 2020-02-03
c 60. ZOETIS INC   2017-04-25 2020-02-03
d 25. INV OPP DEVELOP MRKTS-R6 7038   2017-01-26 2020-02-14
e 112.138 AMER CENT SMALL CAP GRWTH INST 336   2019-10-25 2020-02-14
107.862 AMER CENT SMALL CAP GRWTH INST 336   2018-02-09 2020-02-14
49.976 ARTISAN MID CAP FUND-INS 1333   2019-10-25 2020-02-14
152.024 ARTISAN MID CAP FUND-INS 1333   2012-04-10 2020-02-14
12. ISHARES CORE MSCI EMERGING ETF   2019-08-08 2020-02-14
27.438 JPMORGAN MID CAP VALUE-R6 #2335   2019-08-08 2020-02-14
1536.7 JPMORGAN MID CAP VALUE-R6 #2335   2011-09-29 2020-02-14
11. PIMCO TOTAL RET FD-INST #35   2019-09-30 2020-02-14
191.416 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-02-14
16.584 T ROWE PR OVERSEAS STOCK-I #521   2019-05-17 2020-02-14
584.694 T ROWE PR REAL ESTATE-I #432   2016-01-25 2020-02-14
428. SPDR DJ WILSHIRE INTERNATIONAL R ETF   2011-11-18 2020-02-14
23. TCW EMRG MKTS INCM-I 4721   2019-10-25 2020-02-14
20. APPLE INC   2014-08-06 2020-02-18
2. BLACKROCK INC   2018-11-19 2020-02-18
12. CME GROUP INC   2014-08-06 2020-02-18
32. CVS HEALTH CORPORATION   2014-08-06 2020-02-18
50. CELANESE CORP   2019-05-16 2020-02-18
14. CITIGROUP INC.   2019-05-16 2020-02-18
16. COGNIZANT TECH SOLUTIONS CRP COM   2016-03-16 2020-02-18
22. DIAGEO PLC - ADR   2019-08-09 2020-02-18
15. EOG RESOURCES, INC   2019-08-09 2020-02-18
10. ELECTRONIC ARTS INC   2020-01-02 2020-02-18
41. HAIN CELESTIAL GROUP INC   2016-01-05 2020-02-18
4. LAM RESEARCH CORP COM   2018-11-19 2020-02-18
15. MICROSOFT CORP   2019-08-09 2020-02-18
28. MONDELEZ INTERNATIONAL INC   2019-08-09 2020-02-18
1. NIKE INC CL B   2017-10-30 2020-02-18
20. NIKE INC CL B   2019-08-09 2020-02-18
7. PNC FINANCIAL SERVICES GROUP   2019-08-09 2020-02-18
33. TJX COMPANIES INC   2019-08-09 2020-02-18
10. TARGET CORP   2014-08-06 2020-02-18
8. THERMO FISHER SCIENTIFIC INC   2014-08-06 2020-02-18
37. TORONTO DOMINION BK ONT COM NEW   2019-08-09 2020-02-18
9. UNION PACIFIC CORP   2014-08-06 2020-02-18
6. UNITEDHEALTH GROUP INC   2019-08-09 2020-02-18
11. EATON CORP PLC   2018-12-28 2020-02-18
15. TE CONNECTIVITY LTD   2019-08-09 2020-02-18
3. TE CONNECTIVITY LTD   2017-05-23 2020-02-18
291.477 INV OPP DEVELOP MRKTS-R6 7038   2017-01-26 2020-04-03
456.135 EATON VANCE GLOB MACRO ADV-I 208   2017-10-26 2020-04-03
51.013 FIDELITY NEW MRKTS INC-Z #3323   2015-11-20 2020-04-03
680. ISHARES CORE MSCI EMERGING ETF   2019-08-08 2020-04-03
4799.945 METROPOLITAN WEST T/R BD-PLN #712   2019-08-08 2020-04-03
3565.717 METROPOLITAN WEST T/R BD-PLN #712   2019-10-25 2020-04-03
2601.718 PIMCO TOTAL RET FD-INST #35   2019-08-08 2020-04-03
393.907 PIMCO HIGH YIELD FD-INST #108   2019-10-11 2020-04-03
4247.36 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-04-03
10. HOME DEPOT INC   2019-05-16 2020-04-06
25. HOME DEPOT INC   2017-03-31 2020-04-06
40. PNC FINANCIAL SERVICES GROUP   2015-05-27 2020-04-06
13. PNC FINANCIAL SERVICES GROUP   2019-08-09 2020-04-06
79. EATON CORP PLC   2014-08-06 2020-04-06
25. EATON CORP PLC   2019-08-09 2020-04-06
.718 RAYTHEON TECHNOLOGIES CORP   2019-09-27 2020-04-29
28.241 INV OPP DEVELOP MRKTS-R6 7038   2017-01-26 2020-05-15
423.353 AMER CENT SMALL CAP GRWTH INST 336   2020-04-03 2020-05-15
2734.729 AMER CENT SMALL CAP GRWTH INST 336   2015-07-24 2020-05-15
167.988 ARTISAN MID CAP FUND-INS 1333   2012-04-10 2020-05-15
5579.308 PIMCO HIGH YIELD FD-INST #108   2019-10-11 2020-05-15
52.92 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-05-15
42.499 STERLING CAPITAL STRATTON SMALL CAP   2019-05-17 2020-05-15
191.617 STERLING CAPITAL STRATTON SMALL CAP   2020-02-20 2020-05-15
630.37 STERLING CAPITAL STRATTON SMALL CAP   2014-08-07 2020-05-15
38. VANGUARD MIDCAP VIPER   2020-02-14 2020-05-15
1. BLACKROCK INC   2020-04-06 2020-05-21
3. BLACKROCK INC   2018-11-19 2020-05-21
80. EOG RESOURCES, INC   2019-08-09 2020-05-21
12. TJX COMPANIES INC   2019-08-09 2020-05-21
25. TJX COMPANIES INC   2020-04-06 2020-05-21
20. TJX COMPANIES INC   2020-04-06 2020-06-09
85. TJX COMPANIES INC   2014-08-06 2020-06-09
2276.155 JAMES ALPHA GL REAL EST-I   2020-02-20 2020-06-25
5. APPLE INC   2019-08-09 2020-08-25
88. HAIN CELESTIAL GROUP INC   2016-01-05 2020-08-25
13. UNITED PARCEL SERVICE-CL B   2017-03-24 2020-08-25
11. APPLE INC   2019-08-09 2020-09-14
3. BOEING CO   2019-11-15 2020-09-14
5. BOEING CO   2019-08-09 2020-09-14
51. CVS HEALTH CORPORATION   2014-08-06 2020-09-14
18. COGNIZANT TECH SOLUTIONS CRP COM   2019-08-09 2020-09-14
19. GILEAD SCIENCES INC   2014-08-06 2020-09-14
110.023 INV OPP DEVELOP MRKTS-R6 7038   2012-08-10 2020-09-25
116.015 ARTISAN MID CAP FUND-INS 1333   2012-04-10 2020-09-25
252. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-09-25
1254.221 METROPOLITAN WEST T/R BD-PLN #712   2020-05-15 2020-09-25
4186.27 METROPOLITAN WEST T/R BD-PLN #712   2015-06-15 2020-09-25
2306.974 METROPOLITAN WEST T/R BD-PLN #712   2019-12-10 2020-09-25
811.496 PIMCO TOTAL RET FD-INST #35   2019-10-25 2020-09-25
732.24 PIMCO TOTAL RET FD-INST #35   2020-05-15 2020-09-25
656.753 PIMCO TOTAL RET FD-INST #35   2019-08-08 2020-09-25
238.715 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-09-25
114.503 TOUCHSTONE MID CAP-INST #353   2020-02-20 2020-09-25
3. ALPHABET INC CL C   2019-09-27 2020-09-28
120. APPLE INC   2014-08-06 2020-09-28
29. CVS HEALTH CORPORATION   2014-08-06 2020-09-28
36. JPMORGAN CHASE & CO   2018-11-19 2020-09-28
5. LAM RESEARCH CORP COM   2019-08-09 2020-09-28
16. MICROSOFT CORP   2019-08-09 2020-09-28
45. MONDELEZ INTERNATIONAL INC   2018-11-19 2020-09-28
35. NIKE INC CL B   2017-10-30 2020-09-28
42. UNILEVER N.V. - ADR   2020-02-03 2020-09-28
20. UNITED PARCEL SERVICE-CL B   2014-08-06 2020-09-28
7. BOEING CO   2014-08-07 2020-10-22
16. COGNIZANT TECH SOLUTIONS CRP COM   2016-03-16 2020-10-22
11. TE CONNECTIVITY LTD   2017-05-23 2020-10-22
84.824 INV OPP DEVELOP MRKTS-R6 7038   2011-10-17 2020-12-09
1407.277 EV GL MACR ABS RTRN ADV-R6 #1072   2017-10-26 2020-12-09
1230. INVESCO OPTIMUM YIELD DIVERS   2020-04-03 2020-12-09
754.519 PIMCO TOTAL RET FD-INST #35   2019-12-10 2020-12-09
173.558 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2020-12-09
156.13 TOUCHSTONE MID CAP-INST #353   2020-02-20 2020-12-09
247.758 TRIBUTARY SMALL CO-INST PLUS #1705   2020-05-15 2020-12-09
46. VANGUARD MIDCAP VIPER   2020-02-14 2020-12-09
11. VANGUARD MIDCAP VIPER   2020-09-25 2020-12-09
77. AT & T INC   2018-03-06 2020-12-14
1. ALPHABET INC CL C   2019-09-27 2020-12-14
2. BLACKROCK INC   2019-08-09 2020-12-14
3. BROADCOM INC   2019-08-09 2020-12-14
28. CME GROUP INC   2014-08-06 2020-12-14
12. DIAGEO PLC - ADR   2014-08-06 2020-12-14
82. GILEAD SCIENCES INC   2017-03-24 2020-12-14
32. HAIN CELESTIAL GROUP INC   2018-11-19 2020-12-14
3. LAM RESEARCH CORP COM   2019-08-09 2020-12-14
9. NIKE INC CL B   2017-10-30 2020-12-14
100. SPIRIT AEROSYTSEMS HOLD-CL A   2016-10-03 2020-12-14
65. SUNCOR ENERGY INC NEW F   2019-02-26 2020-12-14
16. SYSCO CORP   2020-08-25 2020-12-14
27. TOTAL S.A. - ADR   2020-01-02 2020-12-14
6. VISA INC-CLASS A SHRS   2020-04-06 2020-12-14
253. FLEXTRONICS INTL LTD   2018-03-07 2020-12-14
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,456   2,600 1,856
b 1,363   1,236 127
c 8,132   3,308 4,824
d 1,128   844 284
e 2,243   2,014 229
2,157   1,844 313
2,179   2,072 107
6,628   6,035 593
637   580 57
1,102   1,047 55
61,714   35,910 25,804
116   116  
2,134   1,920 214
185   167 18
15,845   15,169 676
16,880   14,069 2,811
199   192 7
6,385   1,903 4,482
1,129   817 312
2,553   1,493 1,060
2,296   2,477 -181
5,366   5,165 201
1,088   927 161
1,105   942 163
3,563   3,604 -41
1,118   1,197 -79
1,096   1,071 25
1,077   1,644 -567
1,301   576 725
2,810   2,063 747
1,671   1,539 132
102   55 47
2,039   1,636 403
1,059   916 143
2,089   1,762 327
1,176   680 496
2,696   960 1,736
2,098   2,090 8
1,643   878 765
1,809   1,483 326
1,150   726 424
1,384   1,343 41
277   228 49
9,957   9,843 114
4,356   4,872 -516
647   769 -122
26,790   32,868 -6,078
50,255   49,940 315
37,333   36,731 602
27,422   27,315 107
3,061   3,523 -462
34,234   42,601 -8,367
1,878   2,015 -137
4,694   3,935 759
3,766   3,577 189
1,224   1,701 -477
6,098   4,233 1,865
1,930   1,937 -7
48   60 -12
1,046   954 92
7,515   5,783 1,732
48,541   41,256 7,285
7,244   6,669 575
45,639   49,584 -3,945
466   531 -65
2,333   3,256 -923
10,518   9,911 607
34,601   49,031 -14,430
5,557   7,056 -1,499
506   449 57
1,517   1,226 291
4,157   6,383 -2,226
651   641 10
1,357   1,151 206
1,124   920 204
4,775   2,298 2,477
35,645   41,762 -6,117
2,483   1,001 1,482
2,730   3,037 -307
2,061   1,303 758
1,261   551 710
490   1,115 -625
817   1,677 -860
2,964   3,929 -965
1,249   1,125 124
1,275   1,667 -392
4,892   3,562 1,330
6,180   4,606 1,574
3,417   2,998 419
13,709   13,370 339
45,756   42,641 3,115
25,215   23,762 1,453
8,878   8,465 413
8,011   7,813 198
7,185   6,876 309
2,473   2,394 79
4,437   4,817 -380
4,390   3,653 737
13,786   2,855 10,931
1,681   2,228 -547
3,461   3,948 -487
1,684   979 705
3,347   2,201 1,146
2,563   2,283 280
4,354   1,931 2,423
2,543   2,471 72
3,373   1,923 1,450
1,182   1,916 -734
1,170   986 184
1,175   837 338
4,383   2,689 1,694
15,367   15,058 309
17,925   14,632 3,293
7,968   7,870 98
2,062   1,741 321
6,954   6,568 386
7,316   4,930 2,386
9,380   8,542 838
2,243   1,889 354
2,391   2,891 -500
1,777   1,218 559
1,383   855 528
1,236   826 410
5,017   2,064 2,953
1,920   1,674 246
4,926   5,450 -524
1,216   721 495
1,486   587 899
1,243   496 747
3,653   5,830 -2,177
1,185   1,970 -785
1,204   928 276
1,195   1,494 -299
1,260   985 275
4,217   4,333 -116
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
      9,733
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,856
b       127
c       4,824
d       284
e       229
      313
      107
      593
      57
      55
      25,804
       
      214
      18
      676
      2,811
      7
      4,482
      312
      1,060
      -181
      201
      161
      163
      -41
      -79
      25
      -567
      725
      747
      132
      47
      403
      143
      327
      496
      1,736
      8
      765
      326
      424
      41
      49
      114
      -516
      -122
      -6,078
      315
      602
      107
      -462
      -8,367
      -137
      759
      189
      -477
      1,865
      -7
      -12
      92
      1,732
      7,285
      575
      -3,945
      -65
      -923
      607
      -14,430
      -1,499
      57
      291
      -2,226
      10
      206
      204
      2,477
      -6,117
      1,482
      -307
      758
      710
      -625
      -860
      -965
      124
      -392
      1,330
      1,574
      419
      339
      3,115
      1,453
      413
      198
      309
      79
      -380
      737
      10,931
      -547
      -487
      705
      1,146
      280
      2,423
      72
      1,450
      -734
      184
      338
      1,694
      309
      3,293
      98
      321
      386
      2,386
      838
      354
      -500
      559
      528
      410
      2,953
      246
      -524
      495
      899
      747
      -2,177
      -785
      276
      -299
      275
      -116
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 69,655
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,333
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,333
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,333
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,212
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 121
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,333
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK N A TRUSTEE
    1     		24,537    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,691,943
    b
    Average of monthly cash balances.......................
    1b
    89,029
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,780,972
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,780,972
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    26,715
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,754,257
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    87,713
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    87,713
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,333
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,333
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    86,380
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    86,380
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    86,380
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    80,379
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    80,379
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    80,379
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 86,380
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 81,373
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 80,379
    a Applied to 2019, but not more than line 2a 80,379
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		994
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		86,380
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MERCANTILE BENEFICIAL ASSOCIATION
    244 PERRY ST
    ELKINS PARK,PA19027     		NONE NC GENERAL OPERATING 3,676
    T SCATTERGOOD BEHAVIORAL HEALTH FDN
    1501 CHERRY ST
    PHILADELPHIA,PA19102     		NONE NC GENERAL OPERATING 7,069
    MOORE COLLEGE OF ART
    20TH ST AND THE PKWY
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 3,676
    PA PRISON SOC ALLEVIAT MISERY
    230 SOUTH BROAD STREET SUITE 605
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 3,676
    TURNING POINTS FOR CHILDREN
    415 SOUTH 15TH STREET
    PHILADELPHIA,PA19146     		NONE PC GENERAL OPERATING 2,545
    EPISCOPAL COMMUNITY SERVICES
    225 SOUTH 3RD STREET
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 2,545
    HISTORICAL SOCIETY OF PA
    1300 LOCUST STREET
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 2,545
    SEAMENS CHURCH INSTITUTE
    1113 ADMIRAL PEARY WAY 2ND FLOOR
    PHILADELPHIA,PA191121400     		NONE PC GENERAL OPERATING 2,545
    UNIVERSITY OF PENNSYLVANIA
    2929 WALNUT STREET SUITE 300
    PHILADELPHIA,PA191045099     		NONE PC GENERAL OPERATING 2,545
    UNION BENEVOLENT ASSOCIATION
    1528 WALNUT STREET SUITE 1002
    PHILADELPHIA,PA19102     		NONE NC GENERAL OPERATING 4,424
    YOUTH SERVICE INC
    410 NORTH 34TH STREET
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 2,545
    PA ASYLUM FOR INDIGENT WIDOWS
    1401 EAST SUSQUEHANNA AVE
    PHILADELPHIA,PA19125     		NONE PC GENERAL OPERATING 5,930
    UNITED COMMUNITIES SE PHILADELPHIA
    2028 S EIGHTH ST
    PHILADELPHIA,PA19148     		NONE PC GENERAL OPERATING 5,930
    FRIENDS FIDUCIARY CORPORATION
    1700 MARKET ST SUITE 1535
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 6,220
    EDITH RUDOLPHY RES FOR THE BLIND
    3827 POWELTON AVENUE
    PHILADELPHIA,PA191045100     		NONE PC GENERAL OPERATING 5,930
    CHILDRENS HOSPITAL PHILADELPHIA FDN
    34TH ST AND CIVIC CTR BLVD
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 5,930
    TABOR SERVICES INC
    57 E ARMAT ST
    PHILADELPHIA,PA19144     		NONE PC GENERAL OPERATING 7,069
    TEMPLE UNIVERSITY HOSPITAL INC
    2450 WEST HUNTING PARK AVENUE 2ND F
    PHILADELPHIA,PA19140     		NONE PC GENERAL OPERATING 2,545
    SPRING GARDEN SOUP SOCIETY
    51 ANNWOOD LN
    WAYNE,PA19087     		NONE NC GENERAL OPERATING 4,034
    Total .................................bullet 3a 81,379
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 49,238  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 69,655  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   118,893  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    118,893
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 976     976

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    MERCANTILE BENEFICIAL ASSOCIATION
          		244 PERRY STREET
    ELKINS PARK,PA19027     		2020-12-01 3,676 TO MAKE CHARITABLE CONTRIBUTIONS TO 501(C)3 ORGANIZATIONS   TO TRUST'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 1/29/2021    
    SPRING GARDEN SOUP SOCIETY
          		51 ANNWOOD LN
    WAYNE,PA19087     		2020-12-01 4,034 PER TERMS OF THE DOCUMENT     PENDING. THE TRUST IS WORKING ON OBTAINING EXPENDITURE RESP.    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Name of Stock End of Year Book Value End of Year Fair Market Value
    883556102 THERMO FISHER SCIENT 4,140 12,576
    891160509 TORONTO DOMINION BK 11,936 12,017
    87612E106 TARGET CORP 5,453 14,122
    58933Y105 MERCK & CO INC NEW 5,036 8,180
    09260D107 BLACKSTONE GROUP INC 8,179 9,916
    037833100 APPLE INC 13,034 46,309
    17275R102 CISCO SYSTEMS INC 8,637 13,201
    285512109 ELECTRONIC ARTS INC 8,419 13,642
    11135F101 BROADCOM INC 11,280 18,390
    G5960L103 MEDTRONIC PLC 9,510 11,128
    172967424 CITIGROUP INC. 14,142 17,635
    31620M106 FIDELITY NATL INFORM 8,021 9,195
    254687106 WALT DISNEY CO 6,342 12,683
    904767704 UNILEVER PLC - ADR 6,074 6,519
    09857L108 BOOKING HOLDINGS INC 6,745 11,136
    H84989104 TE CONNECTIVITY LTD 5,083 9,201
    907818108 UNION PACIFIC CORP 6,191 14,784
    56501R106 MANULIFE FINANCIAL C 10,104 12,296
    91324P102 UNITEDHEALTH GROUP I 7,478 22,444
    609207105 MONDELEZ INTERNATION 7,900 10,642
    126650100 CVS HEALTH CORPORATI 7,990 8,742
    512807108 LAM RESEARCH CORP CO 4,827 12,279
    911312106 UNITED PARCEL SERVIC 7,773 13,809
    09247X101 BLACKROCK INC 7,329 15,152
    867224107 SUNCOR ENERGY INC NE 8,137 5,202
    75513E101 RAYTHEON TECHNOLOGIE 6,764 5,792
    Y2573F102 FLEX LTD 4,823 8,487
    097023105 BOEING CO 4,927 8,134
    532457108 ELI LILLY & CO COM 4,436 10,130
    94106L109 WASTE MANAGEMENT INC 8,424 10,260
    405217100 HAIN CELESTIAL GROUP 3,730 6,585
    02079K107 ALPHABET INC CL C 13,709 31,534
    150870103 CELANESE CORP 7,301 13,644
    192446102 COGNIZANT TECH SOLUT 8,034 12,293
    654106103 NIKE INC CL B 6,226 14,147
    871829107 SYSCO CORP 7,697 12,030
    89151E109 TOTAL S.A. - ADR 11,200 9,136
    46625H100 JPMORGAN CHASE & CO 8,760 17,027
    H2906T109 GARMIN LTD 8,489 10,291
    517834107 LAS VEGAS SANDS CORP 11,841 12,814
    92826C839 VISA INC-CLASS A SHR 7,226 9,624
    25243Q205 DIAGEO PLC - ADR 8,834 11,434
    00206R102 AT & T INC 13,519 12,022
    031162100 AMGEN INC 6,154 5,748
    594918104 MICROSOFT CORP 10,791 47,598

    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    58933Y105 MERCK & CO INC NEW      
    85917K546 STERLING CAPITAL STR      
    G29183103 EATON CORP PLC      
    78463X863 SPDR DJ WILSHIRE INT      
    375558103 GILEAD SCIENCES INC      
    592905764 METROPOLITAN WEST T/ AT COST 160,444 167,854
    609207105 MONDELEZ INTERNATION      
    17275R102 CISCO SYSTEMS INC      
    254687106 WALT DISNEY CO      
    437076102 HOME DEPOT INC      
    911312106 UNITED PARCEL SERVIC      
    025083320 AMER CENT SMALL CAP      
    150870103 CELANESE CORP      
    12572Q105 CME GROUP INC      
    594918104 MICROSOFT CORP      
    56501R106 MANULIFE FINANCIAL C      
    00206R102 AT & T INC      
    126650100 CVS/CAREMARK CORPORA      
    883556102 THERMO FISHER SCIENT      
    867224107 SUNCOR ENERGY INC NE      
    693475105 PNC FINANCIAL SERVIC      
    02079K107 ALPHABET INC/CA      
    517834107 LAS VEGAS SANDS CORP      
    H84989104 TE CONNECTIVITY LTD      
    77956H435 T ROWE PR OVERSEAS S AT COST 49,254 59,129
    172967424 CITIGROUP INC      
    46434G103 ISHARES CORE MSCI EM      
    037833100 APPLE COMPUTER INC C      
    872540109 TJX COS INC NEW      
    907818108 UNION PACIFIC CORP      
    26875P101 EOG RESOURCES, INC      
    87612E106 TARGET CORP      
    405217100 HAIN CELESTIAL GROUP      
    04314H600 ARTISAN MID CAP FUND AT COST 44,249 61,112
    339128100 JP MORGAN MID CAP VA      
    277923264 EATON VANCE GLOB MAC      
    Y2573F102 FLEXTRONICS INTL LTD      
    25243Q205 DIAGEO PLC - ADR      
    532457108 ELI LILLY & CO COM      
    89151E109 TOTAL FINA ELF S.A.      
    91324P102 UNITEDHEALTH GROUP I      
    46625H100 JPMORGAN CHASE & CO      
    87234N765 TCW EMRG MKTS INCM-I AT COST 73,491 78,299
    779919307 T ROWE PR REAL ESTAT      
    848574109 SPIRIT AEROSYTSEMS H      
    98978V103 ZOETIS INC      
    097023105 BOEING COMPANY      
    192446102 COGNIZANT TECH SOLUT      
    512807108 LAM RESEARCH CORP CO      
    654106103 NIKE INC CL B      
    09247X101 BLACKROCK INC      
    31641Q755 FIDELITY NEW MRKTS I AT COST 38,468 39,374
    922908629 VANGUARD MIDCAP VIPE AT COST 98,965 137,502
    31620M106 FIDELITY NATL INFORM      
    G5960L103 MEDTRONIC PLC      
    11135F101 BROADCOM INC      
    00143W859 INV OPP DEVELOP MRKT AT COST 44,228 79,870
    891160509 TORONTO DOMINION BK      
    693390700 PIMCO TOTAL RET FD-I AT COST 89,852 93,970
    693390841 PIMCO HIGH YIELD FD-      
    755111507 RAYTHEON CO      
    285512109 ELECTRONIC ARTS INC      
    89609H704 TRIBUTARY SMALL CO-I AT COST 26,572 39,911
    89155T649 TOUCHSTONE MID CAP-I AT COST 90,916 115,473
    46090F100 INVESCO OPTIMUM YIEL AT COST 31,635 40,637
    89154Q562 TOUCHSTONE SANDS EM AT COST 58,243 60,421
    27830W108 EV GL MACR ABS RTRN AT COST 37,554 36,804
    74440Y884 PGIM HIGH YIELD-Q 10 AT COST 198,013 213,949
    464287655 ISHARES RUSSELL 2000 AT COST 62,111 80,777

    TY 2020 OtherDecreasesSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Description Amount
    MUTUAL FUND TIMING ADJ 194
    TAX LOT BASIS ADJ 273
    COST BASIS ADJUSTMENT 69


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 11 11   0


    TY 2020 TaxesSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 738 738   0
    FEDERAL TAX PAYMENT - PRIOR YE 403 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,212 0   0
    FOREIGN TAXES ON NONQUALIFIED 40 40   0